Modern Wealth Management, LLC

Q4 2023 13F Holdings Report, Restatement, Options Holdings

Signature - Title
James Rankin - Chief Compliance Officer
Location
Lenexa, KS
Options holdings as of
31 Dec 2023
Notional value
$0
Number of holdings
0
Filing time
28 May 2025, 13:46:49 UTC
Description
All US holdings of this investor are reported in this report.
Next filing
Q1 2024 - 29 May 2025
Stock holdings
Showing options holdings, see here for stock holdings

Modern Wealth Management, LLC didn't report any options holdings as of Q4 2023. Check stock holdings.

* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.

Person Signing this Report on Behalf of Reporting Manager:

Name Title City, State Date
James Rankin Chief Compliance Officer Lenexa, Kansas 28 May 2025

Other Included Managers (3):

Num Name Location File Number
2 Orion Portfolio Solutions, LLC Omaha, NE 028-20154
3 ALLIANCEBERNSTEIN L.P. Nashville, TN 028-10562
5 VISE AI Advisors